-2.7%
SMCI vs O
+11.2%
-14.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.8% | +5.3% | +4.5% |
| 7D | +6.8% | -0.7% | +7.5% | +6.7% |
| 30D | +30.6% | -1.9% | +32.5% | +30.3% |
| 3M | -15.6% | +3.8% | -19.4% | -18.8% |
| 6M | +21.3% | -4.7% | +26.0% | +23.5% |
| YTD | +35.3% | +12.5% | +22.8% | +27.7% |
| 1Y | -2.7% | +10.8% | -13.6% | -7.0% |
| All | -2.7% | +11.2% | -14.0% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded O wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling